ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,633 | -3.7% | 5,006 | 0.0% | 0.15% | +7.0% |
| Q2 2023 | $375,450 | +4.9% | 5,006 | 0.0% | 0.14% | -3.4% |
| Q1 2023 | $357,979 | +4.4% | 5,006 | -0.2% | 0.15% | -2.6% |
| Q4 2022 | $342,729 | +8.5% | 5,018 | 0.0% | 0.15% | +11.0% |
| Q3 2022 | $316,000 | -1.2% | 5,018 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $320,000 | -17.5% | 5,018 | 0.0% | 0.14% | -13.4% |
| Q1 2022 | $388,000 | -9.3% | 5,018 | 0.0% | 0.16% | -10.3% |
| Q4 2021 | $428,000 | +6.7% | 5,018 | -1.0% | 0.18% | 0.0% |
| Q3 2021 | $401,000 | -2.2% | 5,068 | 0.0% | 0.18% | -6.4% |
| Q2 2021 | $410,000 | +3.3% | 5,068 | 0.0% | 0.19% | +3.3% |
| Q1 2021 | $397,000 | +8.5% | 5,068 | 0.0% | 0.18% | +26.6% |
| Q4 2020 | $366,000 | +20.8% | 5,068 | +300.0% | 0.14% | +37.5% |
| Q3 2020 | $303,000 | +6.7% | 1,267 | 0.0% | 0.10% | -11.1% |
| Q2 2020 | $284,000 | +16.4% | 1,267 | -7.3% | 0.12% | +18.2% |
| Q1 2020 | $244,000 | -26.1% | 1,367 | -1.4% | 0.10% | -7.5% |
| Q4 2019 | $330,000 | -18.7% | 1,387 | -23.5% | 0.11% | -21.3% |
| Q3 2019 | $406,000 | -1.0% | 1,812 | 0.0% | 0.14% | -2.9% |
| Q2 2019 | $410,000 | +3.3% | 1,812 | 0.0% | 0.14% | +2.2% |
| Q1 2019 | $397,000 | +14.4% | 1,812 | 0.0% | 0.14% | -0.7% |
| Q4 2018 | $347,000 | -17.8% | 1,812 | 0.0% | 0.14% | -20.2% |
| Q3 2018 | $422,000 | +3.7% | 1,812 | 0.0% | 0.17% | -4.9% |
| Q2 2018 | $407,000 | -4.2% | 1,812 | -6.9% | 0.18% | -5.7% |
| Q1 2018 | $425,000 | +1.2% | 1,946 | 0.0% | 0.19% | 0.0% |
| Q4 2017 | $420,000 | – | 1,946 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Centerpoint Advisors, LLC | 67,506 | $14,739,000 | 12.84% |
| Capital Directions Investment Advisors, LLC | 143,579 | $31,348,000 | 9.85% |
| Broadview Financial Management, LLC | 42,034 | $9,177,000 | 9.06% |
| Pinnacle Family Advisors, LLC | 63,881 | $13,947,000 | 7.96% |
| Howard Capital Management Inc. | 203,248 | $44,375,000 | 5.60% |
| Monument Capital Management | 34,181 | $7,280,000 | 4.98% |
| Perkins Coie Trust Co | 44,164 | $9,642,000 | 4.79% |
| LVZ, Inc. | 71,563 | $15,624,000 | 4.24% |
| Capital Advisors, Ltd. LLC | 58,064 | $12,677,000 | 4.10% |
| Starfire Investment Advisers, Inc. | 32,269 | $7,045,000 | 3.67% |